Jason P.
Friendly knowledgeable and professional…
Friendly knowledgeable and professional service.

Excellent
Based on 377 reviews
Honesty, pricing, process and quality scores appear once 5 customers have rated them.
Unified Wealth takes the complexity out of advanced investing strategies by providing self-directed retirement accounts.
Unified Wealth (unifiedwealthsystems.com) has 377 customer reviews on Folks Told, with an average rating of 5.0 out of 5.
Showing 366 reviews with 5 stars · Clear filters
Jason P.
Friendly knowledgeable and professional service.
philip S.
Evelyn was very helpful and organized. She made the application process easy and answered all of my questions
B H.
I learned about United Wealth through Tax Lien Wealth Builders and was apprehensive about working with them, as this is a career change for me (retirement 10/1/25 for me )and my head is spinning with learning about real estate investing, starting my own company, etc. I'm so glad that I answered the phone and began the journey with United Wealth. Maranda has been great to work with. She was very professional, kind, and responsive. She clearly answered all of my questions and was patient with me as I learned about new types of accounts and how they work. I would definitely recommend working with Maranda. I would also like to thank United Wealth for the webinars about the type of account that I have. Very informative. I really appreciate that service. 💯 % agree 👍 with this review and I probably tested Maranda a bit more. Very patient and understanding. Spoke with one other lady once and same thing. Now I have Maranda as a direct contact and certainly will contact her for future questions and needs. These webinars spoken of will probably alleviate too many phone calls 😉. Send’em at your leisure please. Thanks so much. Best wishes always new friends!
Lh J.
I learned about United Wealth through Tax Lien Wealth Builders and was apprehensive about working with them, as this is a career change for me and my head is spinning with learning about real estate investing, starting my own company, etc. I'm so glad that I answered the phone and began the journey with United Wealth. Maranda has been great to work with. She was very professional, kind, and responsive. She clearly answered all of my questions and was patient with me as I learned about new types of accounts and how they work. I would definitely recommend working with Maranda. I would also like to thank United Wealth for the webinars about the type of account that I have. Very informative. I really appreciate that service.
Frank R.
Evelyn E was really helpful. She answered all my questions and explained the services offered in detail and was very patient throughout the entire process.
Kristin D.
Succinct application process.
brapesickamsn.com
Excellent customer service. Answered questions promptly with correct information.
Beverly T.
Everything was handled easily and very professional! Jackson and Evelyn were great!